Stax.ai, Inc

Stax.ai CX gives you two main ways to report on your data. Dashboards show live, visual widgets on screen. Custom reports turn your filtered

Understanding Filters, Views, and Reporting

Understand the reporting system in Stax.ai CX: what reports and dashboards do, where to find them, and what data you can report on.

Dashboards and Reporting Overview

A step-by-step walkthrough of the report builder in Stax.ai CX: choosing a dataset, adding columns, summarizing values, filtering, saving, and exporting.

Building a Report

A reference for every summary, formula function, filter operator, and table formatting option available in CX reports.

Report Formatting and Calculation Options

Create a dashboard, add report widgets, arrange the layout, and share it with your team in Stax.ai CX.

Building and Sharing Dashboards

Exporting to Excel gives you a portable copy of your CX data for analysis, auditing, or reporting outside the platform. You filter a list —

Exporting Data to Excel

The Daily Briefing in the CX system is a central hub for reporting and operational insights.

Your Daily Briefing

Create, publish, and share custom reporting dashboards.

Custom Dashboards

Learn about the three default dashboards in Stax.ai and how they track census collection, client health, and operational progress.

Viewing Dashboards Inside CX

Milestone Reports

Learn how to set custom filters, generate data driven reports, and get the right information when you need it.

The AI Reporting Agent builds reports for you in Stax.ai CX. Instead of choosing a dataset and dragging each field into place, you describe the report you want in plain…

Building a Report with AI Reporting Agent

Andrew Flowers

Gather insights using custom reports and dashboards.

Dashboards and Reporting

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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